Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Kehler KemmererCommonwealth Financial NetworkBluebird Wealth Management LLC01-23-2020
Geoffrey D McCarthy Jr.Commonwealth Financial NetworkLPL Financial LLC11-15-2019
Zena Nailah ChaseCommonwealth Financial NetworkVoya Financial Advisors, Inc.11-07-2019
Joshua SnellCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated10-15-2019
Geoffrey Aleksander SkowronekCommonwealth Financial NetworkAXA Advisors, LLC10-07-2019
Daniel Patrick McCurryCommonwealth Financial NetworkPWA Wealth Management08-23-2019
Tejas Laxman BorseCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated07-30-2019
Leah Emily GrangerCommonwealth Financial NetworkCommonwealth Financial Network07-22-2019
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
William Howell CullensCommonwealth Financial NetworkHornor, Townsend & Kent, LLC04-29-2019
Richard Kevin Sylvester JrCommonwealth Financial NetworkEdward Jones03-04-2019
James F. GouletCommonwealth Financial NetworkCetera Financial Specialists LLC02-15-2019
Martin R. BakerCommonwealth Financial NetworkFidelity Personal and Workplace Advisors01-18-2019
Daniel L. MonopoliCommonwealth Financial NetworkCambridge Investment Research, Inc.10-25-2018
Douglas Robert FultzCommonwealth Financial NetworkAllstate Financial Services, LLC10-02-2018
Brian Edward DohertyCommonwealth Financial NetworkLPL Financial LLC07-06-2018
Leo Francis Downing IIICommonwealth Financial NetworkKestra Investment Services, LLC07-06-2018
Ryan Adam HuardCommonwealth Financial NetworkSentinel Securities, Inc.06-29-2018
Ryan J WilkinsonCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC06-05-2018
Anthony VelosoCommonwealth Financial NetworkCetera Advisor Networks LLC06-01-2018
Elizabeth O. CampbellCommonwealth Financial NetworkBoston Harbor Wealth Advisors, LLC05-31-2018
Jonathan Coffin WolffCommonwealth Financial NetworkState Street Global Advisors Funds Distributors, LLC05-17-2018
Thomas Emeel BetrosCommonwealth Financial NetworkTD Ameritrade, Inc.05-07-2018
James Walter CushmanCommonwealth Financial NetworkLegg Mason Investor Services, LLC04-26-2018
Jordan Douglas TraubCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2018
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Showing 1 to 25 of 274 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.